Athene Annuity And Life Company
Internal Wholesaler IBD
Conshohocken, Pennsylvania
Sponsorship not specified$56k-$84kDetected 8 days ago
CRMSalesBusiness DevelopmentOutbound SalesCommunicationMicrosoft Office
About the role
- If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company.
- Athene is committed to inclusion and is proud to be an Equal Opportunity Employer.
- We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.
Responsibilities
- Partner with the Regional Vice President to develop and execute territory business plans that strengthen advisor relationships, increase annuity sales, and achieve territory growth objectives.
- Conduct proactive outbound sales calls, prospect for new financial advisors, and provide consultative product support, illustrations, sales ideas, and follow-up throughout the sales cycle.
- Collaborate with internal business partners to resolve operational issues, support marketing initiatives, and continuously improve the advisor experience.
Requirements
- Strong understanding of annuity products, advisor relationship management, consultative selling, and territory management with excellent communication, presentation, and relationship-building skills.
- Demonstrated ability to think critically, adapt in a fast-paced environment, leverage AI and technology appropriately to improve productivity, and work collaboratively to achieve business goals.
- 1+ years of relevant experience in financial services sales, internal wholesaling, business development, or related experience; annuity sales experience strongly preferred.
- FINRA Series 6 license required within 12 months of hire. Progress toward or completion of industry designations (e.g., LIMRA, LOMA, CLU, ChFC, RICP) is preferred.
- Proficiency with Microsoft Office applications; experience with CRM systems and annuity illustration software preferred.
- Bachelor's degree or equivalent combination of education and relevant professional experience preferred.
Nice to have
- 1+ years of relevant experience in financial services sales, internal wholesaling, business development, or related experience
- annuity sales experience strongly preferred.
- FINRA Series 6 license required within 12 months of hire.
- Progress toward or completion of industry designations (e.g., LIMRA, LOMA, CLU, ChFC, RICP) is preferred.
- Proficiency with Microsoft Office applications
- experience with CRM systems and annuity illustration software preferred.
Compensation
- $56,160.00 - $84,240.00 USD Annual
Benefits
- In this highly collaborative role, you'll provide consultative product expertise, execute strategic territory plans, and help advisors deliver retirement income solutions that meet their clients' evolving needs.
- Build trusted relationships with advisors and broker-dealer partners by delivering responsive service, product education, and retirement income solutions tailored to their business needs.
Company info
- We are driven to do more.
- More for our customers and the financial professionals who offer our products.
- You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations.
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